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SIERRA: UCSC EXPERIENCE
5 campuses
Milano, Brescia, Piacenza-Cremona, Roma, Campobasso
1 unique catalogue
2,000,000+ Items
32,000+ Printed serials
12,000+ Ejournals
120,000+ Ebooks
UCSC Library System - Numbers
Global Stewardship and Preservation
Australian National University * Australia Humboldt University – Berlin * Germany Indiana University * USA National Institute of Informatics * Japan OCLC * USA Rice University * USA Stanford University * USA Università Cattolica del Sacro Cuore * Italy University of Alberta * Canada University of Edinburgh * United Kingdom
University of Hong Kong * Hong Kong University of Virginia * USA
CLOCKSS – Archive Nodes
Current version :
Sierra 1.1.1
Application-Database Servers
III hosting solution
VMware Virtual Machines
Red Hat Linux
Sierra
1 main DB + 2 ref DB
Theses and Historical Ordering (running on Millennium)
120 simultaneous staff Sierra users
Unlimited web OPAC users
2 languages ita/eng
12 Scopes
5 additional acquisitions units
1 additional Associated Library (Collegio S. Carlo)
Sierra
Acquisitions
Extended Approval plan Interface, Electronic Ordering
Cataloging
Circulation
SIP2 Circulation Interface, Patron partitioning
Serials
ILL
Management Reports
Patron Services
WebPAC PRO, AirPAC, RSS Feed, My Record Feed, Spell Check
Sierra Software Products (1/2)
Discovery
Encore Synergy
eProducts
ERM (+ SerialsSolutions), WebBridge LR
Digital Asset Management
Media Mgmt.
Campus Computing
Web Access Mgmt.
Adm
Load Scheduler
Sierra Software Products (2/2)
Sierra - Step #1: Millennium Hosting
2012
Oct 2011 Signed Up as Early Implementer
Jun 2012 Project Start-Up
Access to the Sierra partner test environment (“Grizzly Uni”)
Nov 2013 local Millennium upgraded to a hosted server
Dec 2013 Sierra Basecamp project
Sierra Servers preparation (III)
Jan 2013 Preview Mode
UCSC staff could login, search, look at all the functions, but not completetransactions in the system
Feb 2013 UCSC went live
Millennium used for 2 Ref DB’s only
Sierra – Road Map
Overnight implementation
Staff worked on Sierra from day 1
No specific training support needed
Initial slowness at some stations
Local network issues
Sierra implementation
Good overall experience
Library staff got familiar with the new interface in a short time period
Sierra – Overall Experience
Urgent issues resolved quickly
Acquisition receiving, Ref DBs and Media Mgmt. images on WebPAC
Non-critical issues resolved over time
Creating lists of records, Call No searches in WebPAC, rotated indexation for subjects, monitoring space for heading reports, custom limits in Advance search, changes to records not taking effect
Only a few Sierra issues still to be solved
Some part of known issues
Improve display and navigation for subject searches in SDA,display issues for vendors
Sierra – Issues
III team
Project manager
Tech expertsProfiling specialistsSystems engineering
UCSC team
Project manager
Systems librarian
Focal points
Network specialist
Sierra – Project Organization
Sierra – Project Milestones (III)
Task Resource Time
Build Application Server III November – December 2012
Build Database Server III December 2012
Create Sierra database III December 2012
Preview Access to Sierra III December (end) 2012 – January 2013
Prepare Application Server III January 2013
Final Sierra Conversion III February 12, 2013
Sierra – Project Milestones (UCSC)
Task Resource Date
Workstation preparation before moving to hosted solution (120)
Systems Librarian November 2012
Provided new IP address to database vendors
Acquisitions Staff November 2012
Updated Limit Network Access table
Systems Librarian November 2012
Updated DNS and Firewall IT November 2012
Sierra Self-Training Focal Points December 2012
SDA Installation IT (all campuses) December 2012 – January 2013
Staff training Focal Points – Library Staff January 2013
Sierra Access (read-only) All library staff January 2013
Workstation preparation before Final Conversion (Offline Circ)
Systems Librarian February 11, 2013
GO LIVE! February 12, 2013
Self-Training
Focal points (7)CSDirect Sierra Videos CSDirect Sierra FAQ CSDirect Sierra WebHelp
In-House information Training (by focal points)120+ people (all campuses)5 sessions x 2 hours
Tutorial
Millennium – Sierra SDA : what is new …what is different(Function/Mode, Tab, Browse Display, Advanced Search,…)
Sierra – Staff Training
Went live with Sierra
Final conversion4 hours system downtime
Post-event checklist2 hours x 5 people at night
… The day afterSDA updated on all PC’s
Primary modules (CIR, ACQ, CAT) stopped for 3 hours
WebPAC worked!
Sierra – Go Live Day
Millennium
Login & Initials
Sierra
Username
Sierra – Login
UCSC could choose among different solutions to create Sierra users
Every Sierra user has Basic Info (Language, Locations served, Stat group, etc.), Applications, Permissions, Workflows, Options, Settings, and Preferences
III generated Sierra users by turning every Millennium login and every Millennium initials set into a Sierra user
UCSC created workflows by grouping the Sierra functions required by multiple staff members to perform their tasks
Based on the Millennium login-initials pair used by every person or on every circulation workstation, UCSC took every initials-generated Sierra user, kept the Permissions, and imported Basic Info, Options, Settings, and Preferences from the login-generated Sierra user. Then adjusted the Accounting Unit (initials element to be integrated into the Basic Info coming from the login). At last, assigned the Workflow(s) as needed.
Sierra – Users
No Offline Circulation software has been released for Sierra, so far.In order for the existing Millennium Offline Circ software to work with Sierra, UCSC updated the file
C:\Millennium\Offline\offlinecirc.lax
by entering the Sierra-specific port (64001 instead of 4600): lax.command.line.args=ip=millennium.unicatt.it dataport=64001 $CMD_LINE_ARGUMENTS$
Sierra – Off-Line Circulation
UCSC two reference databases (Theses, and Archived Orders Information) were not migrated to Sierra – this is an enhancement for a future release. UCSC still uses Millennium to access the databases after the Sierra conversion, by means of the existing Millennium icons and by entering the same logins and initials as before.
Preserve Millennium old icons
Download the new JAR’s necessary for Millennium
Sierra – Reference DB’s
JARS Download
BE SURE that your network capacity is suitable
An alternative to having every PC download the jars is to update ONE pc and copy the contents of the C:\Sierra Desktop App\jarcache subdirectory to other awaiting workstations via thumb-drive or CD or similar, thus bypassing the need to use the network to deliver the update
Sierra – Tips for release updates
Sierra – Documentation and Resources
Listserv – Sierra Forum
to post any issues you find while using Sierra and to see the experiences other libraries are sharing
